Fundriver Balance Knowledge Base

Test environments (UATs) are created for clients, typically upon their request, to apply different scenarios or customizations to their data and review out...

Fundriver is committed to providing a secure environment for your data. Transport Layer Security (TLS) is a cryptographic protocol that allows for secure, e...

This article covers issues to consider if an organization is planning on changing it's posting frequency in Fundriver. Unitization: A change in postin...

NYPMIFA permits expenditures from a historical gift, as long as these 8 factors are considered: 1. the duration and preservation of the endowment fund; ...

Many Fundriver clients calculate their spending based on the values of funds, their investment pool, or unit price over a number of years.  The chart below ...

The Fundriver interface has a standard Consumer Price Index (CPI) Utility that can be configured to create automatic inflation adjustments.  The inflation a...

This article demonstrates how a spending calculation in Fundriver Balance will impact a specific fund, using rules that calculate based on Average of Pool, ...

Fundriver compiled data from over 400 current clients to determine trends in different types of spending policies among different sized endowments. For ...

In 2016, Fundriver compiled data from 202 current clients' spending policies to determine trends in different types of organizations (and among organiza...

When an organization's endowments are unitized, there are two general approaches for handling distributions:  1) the distributions can impact the number...